Configuring BPM Business Rules
BPM uses two business rules on the Benefits Batch dataform to automatically set the value in the Open to BPM field to Yes or No:
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Set Open to BPM to Yes when Client Review: Sets the Open to BPM field value to Yes when the Benefits Batch Status field is set to Client Review. The rule is triggered when the Client Review workflow link is clicked or when Client Review is manually selected in the Status field on the Benefits Batch.
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Set Open to BPM to No if Not Client Review: Sets the Open to BPM field value to No when the Benefits Batch Status field contains any value other than Client Review. The rule is triggered when workflow links are clicked which change the Status to something other than Client Review or when a value other than Client Review is manually selected in the Status field on the Benefits Batch.
Both rules use the _SetFieldValue business rule method.
Configuring "Set Open to BPM to Yes when Client Review"
To configure the "Set Open to BPM To Yes when Client Review" rule:
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Go to System Admin
> Advanced > Manage Rules.
The Custom Logic Rules dashboard opens.
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What do you want to do?
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To add a business rule: Click Add.
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To edit an existing rule: Locate the "Set Open to BPM To True when Client Review" rule in the grid, select it, and then click Edit.
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Complete the following fields:
Field Name
Definition
Table Name
This is the dataform where this rule will execute when the dataform is saved. Select Benefits Batch.
Method
Select _SetFieldValue.
Rule Title
The default title is: Set Open to BPM to True when Client Review.
Description
'Open to BPM' field is set to 'Yes' when the status is 'Client Review'.
Primary Source
Select Benefits Batch.
Primary Trigger Field
Select Status.
Primary Trigger Operator
Select Equals.
Primary Trigger Value
Select Client Review.
Execution Pipeline
Set to Default, Imports.
Execution Order
This field controls the order in which rules execute. Rules execute from the lowest to the highest number. It may be necessary to look at other rules already configured on this dataform to determine the order of precedence for executing rules. The default is 0.
Save Action
Select Both.
Workspace Template
Select All Templates.
sFieldName
Enter luOpenToBPM.
SFieldValue
Enter Yes.
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Click Save.
The Rule Details form opens.
Configuring "Set Open to BPM to No if Not Client Review"
To configure the "Set Open to BPM to No if Not Client Review" rule:
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Go to System Admin
> Advanced > Manage Rules.
The Custom Logic Rules dashboard opens.
-
What do you want to do?
-
To add a business rule: Click Add.
-
To edit an existing rule: Locate the "Set Open to BPM to No if Not Client Review" rule in the grid, select it, and then click Edit.
The Rule Details form opens.
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Complete the following fields:
Field Name
Definition
Table Name
This is the dataform where this rule will execute when the dataform is saved. Select Benefits Batch.
Method
Select _SetFieldValue.
Rule Title
The default title is: Set Open to BPM to No if Not Client Review.
Description
'Open to BPM' field is set to 'No' when the status is not in 'Client Review'.
Primary Source
Select Benefits Batch.
Primary Trigger Field
Select Status.
Primary Trigger Operator
Select Does Not Equal.
Primary Trigger Value
Select Client Review.
Execution Pipeline
Set to Default, Imports.
Execution Order
This field controls the order in which rules execute. Rules execute from the lowest to the highest number. It may be necessary to look at other rules already configured on this dataform to determine the order of precedence for executing rules. The default is 0.
Save Action
Select Both.
Workspace Template
Select All Templates.
sFieldName
Enter luOpenToBPM.
SFieldValue
Enter No.
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Click Save.